Platform Investment Specialist
3 weeks ago
AJ Bell is a leading investment platform business in the UK, offering award-winning solutions for financial advisers and DIY investors. We have over 528,000 customers managing assets totalling more than £83 billion.
As a Financial Services Administrator at AJ Bell, you will play a crucial role in delivering exceptional customer experiences and supporting the growth of our business.
Key Responsibilities:
- Process trade rebookings and request static data updates.
- Monitor client and Counterparty exposure levels, including short positions and client debtors.
- Liaise with teams to deliver customer service and outcomes.
- Support management with project implementations, fixes, and upgrades through software testing and process definition.
What You Need to Succeed
- Previous experience in a financial services administration role, preferably in stockbroking or banking.
- Excellent communication and problem-solving skills.
- Able to work accurately and efficiently in a fast-paced environment.
- Familiarity with financial systems and processes.
What We Offer
- Starting salary £30,000 - £35,000 per annum (dependent on experience).
- Holiday buy and sell scheme.
- A choice of pension schemes with matched contributions up to 6%.
- Discretionary bonus scheme.
- Annual free share awards scheme.
- Health Cash Plan – provided by Medicash.
- Discounted private healthcare scheme and dental plan.
- Free gym membership with on-site gym and free classes.
- Employee Assistance Programme.
- Sick pay+ pledge.
- Enhanced maternity, paternity, and shared parental leave.
- Discounted nursery fees at Kids Planet on Exchange Quay.
- Loans for travel season tickets.
- Charitable giving opportunities through salary sacrifice.
- Calendar of social events, including monthly payday drinks and annual parties.
- Ongoing technical training.
- Peer recognition scheme with rewards including vouchers or time off.
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